Fiducio vs Wealthbox

Fiducio plans

No prices published.

Wealthbox plans

• Basic$59 a month
• Pro$75 a month
• Premier$99 a month
• EnterprisePriced on request

Pick Fiducio if…

Fiducio suits RIAs and advisory teams that want client, prospect, planning, reporting, and portal functions together. Its free Financial Hub is aimed at individuals tracking assets, liabilities, net worth, goals, and a portfolio.

Pick Wealthbox if…

Wealthbox suits users seeking pipeline and email-sync software with web, iOS, and Android access. It can fit teams choosing among tiers based on pipeline, storage, or workspace requirements.